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| Provider | Service type | Compensation |
|---|---|---|
HEALTHSCOPE BENEFITS2 years Service code 13 · EIN 71-0847266 27 CORPORATE HILL DRIVE · LITTLE ROCK, AR 72203 | Contract Administrator | $46,465 |
CUNI, RUST & STRENK1 year Service code 11 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $36,725 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 12800 NORTH MERIDIAN ST., SUITE 400 · CARMEL, IN 46032 | Accounting | $31,474 |
STANDARD VALUATIONS5+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S · ST. PAUL, MN 55116 | Advisory (Plan) | $22,000 |
ALLOTTA FARLEY CO LPA5+ years Filed as: ALLOTTA FARLEY WIDMAN Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $19,556 |
US BANK5+ years Service code 99 · EIN 31-0841368 425 WALNUT ST · CINCINNATI, OH 45202 | Other Fees | $16,715 |
ASB CAPITAL MANAGEMENT4 years Service code 28 · EIN 80-0618452 | Investment Management | $13,079 |
SEGALL BRYANT & HAMILL5+ years Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 41-1788385 10 S WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Management | $9,151 |
Service code 28 · EIN 36-4211742 | Investment Management | $6,110 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 1.82% | 6.95%-5.1pp | 8.01%-6.2pp | 627.08%-625.3pp |
| Employer contribution / active EE | $7,413 | $11,635-36.3% | $29,475-74.8% | $18,824-60.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |